Financial Sense Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Financial Sense Advisors, Inc.

$297 Million
Q1 2025

A detailed history of Financial Sense Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Financial Sense Advisors, Inc. holds 3,701 shares of AGG stock, worth $366,361. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,701

Previous 4,064 8.93%

Holding current value

$366,361

Previous $393,000 6.87%

% of portfolio

0.12%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$95.85 - $99.25 $34,793 - $36,027	-363 Reduced 8.93%	3,701 $366,000
Q4 2024 Jan 31, 2025	SELL	$96.64 - $101.23 $2.03 Million - $2.13 Million	-21,048 Reduced 83.82%	4,064 $393,000
Q3 2024 Oct 31, 2024	BUY	$96.25 - $101.98 $231,673 - $245,465	2,407 Added 10.6%	25,112 $2.54 Million
Q2 2024 Jul 23, 2024	SELL	$95.11 - $97.92 $7.02 Million - $7.23 Million	-73,833 Reduced 76.48%	22,705 $2.2 Million
Q1 2024 Apr 19, 2024	BUY	$96.75 - $99.37 $1.84 Million - $1.89 Million	18,990 Added 24.49%	96,538 $9.45 Million
Q4 2023 Jan 12, 2024	SELL	$91.67 - $99.66 $1.99 Million - $2.16 Million	-21,716 Reduced 21.88%	77,548 $7.7 Million
Q3 2023 Nov 06, 2023	SELL	$93.85 - $98.43 $462,023 - $484,570	-4,923 Reduced 4.73%	99,264 $9.33 Million
Q2 2023 Aug 02, 2023	BUY	$97.49 - $100.53 $2.09 Million - $2.15 Million	21,388 Added 25.83%	104,187 $10.2 Million
Q1 2023 Apr 24, 2023	SELL	$96.32 - $100.79 $1.01 Million - $1.06 Million	-10,512 Reduced 11.27%	82,799 $8.25 Million
Q4 2022 Feb 06, 2023	SELL	$93.63 - $99.69 $93,068 - $99,091	-994 Reduced 1.05%	93,311 $9.05 Million
Q3 2022 Oct 13, 2022	SELL	$95.54 - $104.23 $1.4 Million - $1.53 Million	-14,673 Reduced 13.46%	94,305 $9.09 Million
Q2 2022 Jul 18, 2022	BUY	$99.01 - $106.84 $10.8 Million - $11.6 Million	108,978 New	108,978 $11.1 Million
Q1 2022 May 05, 2022	SELL	$106.1 - $113.3 $15.5 Million - $16.6 Million	-146,395 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$113.45 - $115.33 $2.08 Million - $2.11 Million	-18,313 Reduced 11.12%	146,395 $16.7 Million
Q3 2021 Nov 03, 2021	BUY	$114.77 - $116.58 $985,759 - $1 Million	8,589 Added 5.5%	164,708 $18.9 Million
Q2 2021 Jul 29, 2021	SELL	$113.78 - $115.33 $225,853 - $228,930	-1,985 Reduced 1.26%	156,119 $18 Million
Q1 2021 Apr 28, 2021	SELL	$113.42 - $118.04 $7.57 Million - $7.88 Million	-66,715 Reduced 29.67%	158,104 $18 Million
Q4 2020 Feb 03, 2021	SELL	$117.06 - $118.42 $11 Million - $11.1 Million	-93,715 Reduced 29.42%	224,819 $26.6 Million
Q3 2020 Oct 21, 2020	SELL	$117.95 - $119.63 $1.21 Million - $1.23 Million	-10,270 Reduced 3.12%	318,534 $37.6 Million
Q2 2020 Jul 20, 2020	BUY	$114.73 - $118.21 $22 Million - $22.7 Million	191,979 Added 140.31%	328,804 $38.9 Million
Q1 2020 Apr 20, 2020	BUY	$106.57 - $117.86 $5.8 Million - $6.41 Million	54,397 Added 65.99%	136,825 $15.8 Million
Q4 2019 Jan 23, 2020	BUY	$111.81 - $113.82 $8.73 Million - $8.89 Million	78,110 Added 1808.94%	82,428 $9.26 Million
Q3 2019 Nov 08, 2019	BUY	$111.75 - $113.28 $482,536 - $489,143	4,318 New	4,318 $489,000

Others Institutions Holding AGG

# of Institutions

2,157

Shares Held

1.25B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Financial Sense Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History